Your tax-planning techniques matter at least as much as the tools. They’re also more enduring—especially if you combine them into a unified strategy across your varied financial interests.
Tax Planning in Turbulent Times - Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. Read More >
Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Is Relocating in Retirement Right for You?
Cryptocurrency - Security, Volatility and How It Will Change Financial Markets
Giving the Digital Nomad Lifestyle a Try
If you’ve thought about giving the digital nomad lifestyle a try, here are some factors you may want to consider. Read More >
Common question: Are we in a housing bubble?
8-Steps to Help You Prepare for a Personal Health Crisis
Making critical financial or health care choices now, can ensure you and your loved ones know what to do and when, and have essential information when it’s needed most. Read More >
The American Rescue Plan Act of 2021: Understanding The 2021 Recovery Rebate Stimulus Payments
SPACS, NFTs, and Other Jungle Creatures
Cryptocurrency - Trading (Part 3 of 3)
Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)
Cryptocurrency – What’s It All About? (Part 1 of 3 )
A Stimulus to Help You with the Stimulus
Holiday Gratitude in Unusual Times
The Incoming Administration and plans for Social Security
Under the Biden Administration's social security plan, the 12.4% Social Security tax would be collected on earnings up to the regular wage base ($142,800 in 2021) as well as on earnings over $400,000. These additional revenues would be used to expand benefits for specific groups of people. Find out how this might apply to you.
